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JNBA Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

JNBA Financial Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25
Closed -$1.21K – 673
2025
Q1 		$1.21K Buy
+25
New +$1.2K ﹤0.01% 614
2022
Q3 		– Sell
-645
Closed -$31K – 716
2022
Q2 		$31K Hold
645
– – ﹤0.01% 335
2022
Q1 		$31K Hold
645
– – ﹤0.01% 348
2021
Q4 		$33K Hold
645
– – ﹤0.01% 350
2021
Q3 		$33K Hold
645
– – ﹤0.01% 342
2021
Q2 		$33K Hold
645
– – ﹤0.01% 335
2021
Q1 		$33K Hold
645
– – ﹤0.01% 328
2020
Q4 		$33K Sell
645
-106
-14% -$5.46K 0.01% 302
2020
Q3 		$39K Buy
751
+106
+16% +$5.47K 0.01% 263
2020
Q2 		$33K Hold
645
– – 0.01% 275
2020
Q1 		$33K Buy
+645
New +$32.5K 0.01% 260

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return